VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,125 shares; 2024Q4: 20,139 shares; 2025Q1: 20,773 shares; 2025Q2: 21,259 shares; 2025Q3: 21,895 shares; 2025Q4: 22,083 shares; 2026Q1: 22,987 shares; 2026Q2: 141,812 shares 141,812 $12.2M 3.75% +118,825 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,026 shares; 2024Q4: 42,457 shares; 2025Q1: 44,313 shares; 2025Q2: 44,799 shares; 2025Q3: 47,496 shares; 2025Q4: 49,967 shares; 2026Q1: 51,650 shares; 2026Q2: 52,413 shares 52,413 $11.4M 3.5% +763 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,684 shares; 2024Q4: 33,975 shares; 2025Q1: 33,197 shares; 2025Q2: 40,023 shares; 2025Q3: 39,315 shares; 2025Q4: 38,650 shares; 2026Q1: 39,130 shares; 2026Q2: 39,459 shares 39,459 $11.4M 3.5% +329 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,405 shares; 2024Q4: 11,526 shares; 2025Q1: 11,526 shares; 2025Q2: 10,406 shares; 2025Q3: 10,107 shares; 2025Q4: 10,167 shares; 2026Q1: 9,357 shares; 2026Q2: 9,257 shares 9,257 $10.7M 3.28% -100 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,972 shares; 2024Q4: 87,529 shares; 2025Q1: 91,179 shares; 2025Q2: 95,097 shares; 2025Q3: 97,992 shares; 2025Q4: 102,470 shares; 2026Q1: 105,691 shares; 2026Q2: 107,020 shares 107,020 $9.15M 2.81% +1,329 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,924 shares; 2024Q4: 69,229 shares; 2025Q1: 71,821 shares; 2025Q2: 76,520 shares; 2025Q3: 79,599 shares; 2025Q4: 85,894 shares; 2026Q1: 88,271 shares; 2026Q2: 88,790 shares 88,790 $6M 1.84% +519 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,150 shares; 2024Q4: 17,613 shares; 2025Q1: 17,418 shares; 2025Q2: 16,468 shares; 2025Q3: 16,335 shares; 2025Q4: 15,986 shares; 2026Q1: 17,201 shares; 2026Q2: 17,594 shares 17,594 $5.76M 1.77% +393 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,085 shares; 2024Q4: 12,083 shares; 2025Q1: 12,216 shares; 2025Q2: 13,658 shares; 2025Q3: 13,545 shares; 2025Q4: 13,402 shares; 2026Q1: 13,659 shares; 2026Q2: 13,721 shares 13,721 $5.12M 1.57% +62 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,253 shares; 2024Q4: 50,253 shares; 2025Q1: 51,253 shares; 2025Q2: 35,853 shares; 2025Q3: 37,353 shares; 2025Q4: 37,353 shares; 2026Q1: 29,853 shares; 2026Q2: 25,853 shares 25,853 $5.1M 1.56% -4,000 Timeline NNBR NN INC More: the full row for NN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,213,362 shares; 2024Q4: 1,243,137 shares; 2025Q1: 1,249,380 shares; 2025Q2: 1,247,380 shares; 2025Q3: 1,276,878 shares; 2025Q4: 1,221,363 shares; 2026Q1: 1,311,363 shares; 2026Q2: 1,393,406 shares 1,393,406 $5M 1.53% +82,043 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,801 shares; 2024Q4: 13,692 shares; 2025Q1: 13,987 shares; 2025Q2: 20,019 shares; 2025Q3: 19,859 shares; 2025Q4: 19,321 shares; 2026Q1: 24,633 shares; 2026Q2: 23,842 shares 23,842 $4.77M 1.46% -791 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,204 shares; 2024Q4: 194,754 shares; 2025Q1: 227,404 shares; 2025Q2: 86,784 shares; 2025Q3: 77,934 shares; 2025Q4: 65,934 shares; 2026Q1: 67,954 shares; 2026Q2: 87,364 shares 87,364 $4.36M 1.34% +19,410 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,518 shares; 2024Q4: 42,216 shares; 2025Q1: 42,240 shares; 2025Q2: 39,518 shares; 2025Q3: 39,344 shares; 2025Q4: 82,572 shares; 2026Q1: 144,353 shares; 2026Q2: 143,824 shares 143,824 $4.31M 1.32% -529 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,473 shares; 2024Q4: 22,179 shares; 2025Q1: 22,185 shares; 2025Q2: 26,241 shares; 2025Q3: 27,595 shares; 2025Q4: 33,076 shares; 2026Q1: 33,073 shares; 2026Q2: 33,081 shares 33,081 $3.89M 1.19% +8 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,943 shares; 2024Q4: 50,260 shares; 2025Q1: 55,423 shares; 2025Q2: 63,074 shares; 2025Q3: 63,930 shares; 2025Q4: 63,424 shares; 2026Q1: 64,787 shares; 2026Q2: 65,628 shares 65,628 $3.71M 1.14% +841 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,365 shares; 2024Q4: 5,365 shares; 2025Q1: 5,365 shares; 2025Q2: 5,066 shares; 2025Q3: 5,073 shares; 2025Q4: 5,073 shares; 2026Q1: 5,021 shares; 2026Q2: 4,986 shares 4,986 $3.59M 1.1% -35 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,651 shares; 2024Q4: 26,926 shares; 2025Q1: 26,636 shares; 2025Q2: 30,390 shares; 2025Q3: 31,166 shares; 2025Q4: 30,206 shares; 2026Q1: 29,768 shares; 2026Q2: 30,472 shares 30,472 $3.45M 1.06% +704 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,206 shares; 2024Q4: 7,907 shares; 2025Q1: 6,608 shares; 2025Q2: 11,108 shares; 2025Q3: 13,255 shares; 2025Q4: 12,806 shares; 2026Q1: 12,831 shares; 2026Q2: 11,410 shares 11,410 $3.4M 1.04% -1,421 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,347 shares; 2024Q4: 101,250 shares; 2025Q1: 86,857 shares; 2025Q2: 85,863 shares; 2025Q3: 98,367 shares; 2025Q4: 98,371 shares; 2026Q1: 92,007 shares; 2026Q2: 92,016 shares 92,016 $3.3M 1.01% +9 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,507 shares; 2024Q4: 15,202 shares; 2025Q1: 15,388 shares; 2025Q2: 11,792 shares; 2025Q3: 12,461 shares; 2025Q4: 12,564 shares; 2026Q1: 12,667 shares; 2026Q2: 12,648 shares 12,648 $3.21M 0.99% -19 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,300 shares; 2025Q2: 63,800 shares; 2025Q3: 65,800 shares; 2025Q4: 73,650 shares; 2026Q1: 103,650 shares; 2026Q2: 178,800 shares 178,800 $3.21M 0.98% +75,150 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,085 shares; 2024Q4: 9,266 shares; 2025Q1: 9,325 shares; 2025Q2: 11,434 shares; 2025Q3: 11,463 shares; 2025Q4: 11,672 shares; 2026Q1: 12,906 shares; 2026Q2: 13,106 shares 13,106 $3.12M 0.96% +200 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,646 shares; 2024Q4: 3,693 shares; 2025Q1: 3,688 shares; 2025Q2: 9,458 shares; 2025Q3: 8,717 shares; 2025Q4: 8,765 shares; 2026Q1: 8,787 shares; 2026Q2: 7,915 shares 7,915 $2.99M 0.92% -872 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,278 shares; 2024Q4: 12,508 shares; 2025Q1: 12,333 shares; 2025Q2: 11,800 shares; 2025Q3: 11,805 shares; 2025Q4: 11,751 shares; 2026Q1: 11,657 shares; 2026Q2: 11,849 shares 11,849 $2.98M 0.91% +192 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,509 shares; 2024Q4: 16,212 shares; 2025Q1: 15,015 shares; 2025Q2: 14,557 shares; 2025Q3: 14,378 shares; 2025Q4: 14,380 shares; 2026Q1: 14,864 shares; 2026Q2: 15,334 shares 15,334 $2.91M 0.89% +470 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,873 shares; 2024Q4: 2,939 shares; 2025Q1: 2,939 shares; 2025Q2: 3,836 shares; 2025Q3: 3,831 shares; 2025Q4: 3,920 shares; 2026Q1: 3,921 shares; 2026Q2: 3,879 shares 3,879 $2.9M 0.89% -42 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223,303 shares; 2025Q3: 327,900 shares; 2025Q4: 342,750 shares; 2026Q1: 360,050 shares; 2026Q2: 235,300 shares 235,300 $2.88M 0.88% -124,750 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,804 shares; 2024Q4: 22,464 shares; 2025Q1: 22,643 shares; 2025Q2: 24,304 shares; 2025Q3: 23,821 shares; 2025Q4: 23,639 shares; 2026Q1: 23,424 shares; 2026Q2: 24,285 shares 24,285 $2.86M 0.88% +861 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,972 shares; 2024Q4: 109,417 shares; 2025Q1: 119,767 shares; 2025Q2: 100,717 shares; 2025Q3: 77,242 shares; 2025Q4: 59,292 shares; 2026Q1: 60,022 shares; 2026Q2: 62,522 shares 62,522 $2.81M 0.86% +2,500 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,100 shares; 2024Q4: 201,500 shares; 2025Q1: 254,200 shares; 2025Q2: 111,000 shares; 2025Q3: 95,000 shares; 2025Q4: 84,500 shares; 2026Q1: 75,300 shares; 2026Q2: 73,750 shares 73,750 $2.75M 0.84% -1,550 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,686 shares; 2024Q4: 46,853 shares; 2025Q1: 47,145 shares; 2025Q2: 47,171 shares; 2025Q3: 46,947 shares; 2025Q4: 46,945 shares; 2026Q1: 47,364 shares; 2026Q2: 48,041 shares 48,041 $2.74M 0.84% +677 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,931 shares; 2024Q4: 59,931 shares; 2025Q1: 91,381 shares; 2025Q2: 98,381 shares; 2025Q3: 152,152 shares; 2025Q4: 70,284 shares; 2026Q1: 80,717 shares; 2026Q2: 96,267 shares 96,267 $2.7M 0.83% +15,550 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,129 shares; 2024Q4: 4,088 shares; 2025Q1: 4,154 shares; 2025Q2: 4,604 shares; 2025Q3: 4,584 shares; 2025Q4: 4,724 shares; 2026Q1: 7,600 shares; 2026Q2: 7,615 shares 7,615 $2.69M 0.82% +15 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,284 shares; 2024Q4: 6,236 shares; 2025Q1: 6,238 shares; 2025Q2: 6,972 shares; 2025Q3: 6,974 shares; 2025Q4: 7,037 shares; 2026Q1: 6,901 shares; 2026Q2: 9,153 shares 9,153 $2.57M 0.79% +2,252 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 1,638 shares; 2025Q3: 2,328 shares; 2025Q4: 2,453 shares; 2026Q1: 3,124 shares; 2026Q2: 3,364 shares 3,364 $2.48M 0.76% +240 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,758 shares; 2024Q4: 2,958 shares; 2025Q1: 2,879 shares; 2025Q2: 12,487 shares; 2025Q3: 12,835 shares; 2025Q4: 6,649 shares; 2026Q1: 6,675 shares; 2026Q2: 6,897 shares 6,897 $2.46M 0.76% +222 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,500 shares; 2024Q4: 11,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 12,000 shares; 2025Q4: 107,350 shares; 2026Q1: 112,200 shares; 2026Q2: 119,800 shares 119,800 $2.36M 0.72% +7,600 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,162 shares; 2024Q4: 12,527 shares; 2025Q1: 15,713 shares; 2025Q2: 17,201 shares; 2025Q3: 18,871 shares; 2025Q4: 21,968 shares; 2026Q1: 23,541 shares; 2026Q2: 23,741 shares 23,741 $2.35M 0.72% +200 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 48,173 shares; 2025Q1: 63,314 shares; 2025Q2: 53,680 shares; 2025Q3: 25,597 shares; 2025Q4: 21,555 shares; 2026Q1: 14,016 shares; 2026Q2: 14,016 shares 14,016 $2.33M 0.71% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 3,518 shares; 2025Q2: 3,704 shares; 2025Q3: 3,681 shares; 2025Q4: 3,847 shares; 2026Q1: 3,884 shares; 2026Q2: 4,519 shares 4,519 $2.26M 0.69% +635 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,140 shares; 2024Q4: 337,028 shares; 2025Q1: 437,028 shares; 2025Q2: 437,028 shares; 2025Q3: 461,028 shares; 2025Q4: 494,428 shares; 2026Q1: 496,028 shares; 2026Q2: 493,428 shares 493,428 $2.22M 0.68% -2,600 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,978 shares; 2024Q4: 20,778 shares; 2025Q1: 16,679 shares; 2025Q2: 16,579 shares; 2025Q3: 36,115 shares; 2025Q4: 25,465 shares; 2026Q1: 25,690 shares; 2026Q2: 25,841 shares 25,841 $2.16M 0.66% +151 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,144 shares 9,144 $2.05M 0.63% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,144 shares 9,144 $2.02M 0.62% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,875 shares; 2024Q4: 72,040 shares; 2025Q1: 74,632 shares; 2025Q2: 77,636 shares; 2025Q3: 82,936 shares; 2025Q4: 85,323 shares; 2026Q1: 86,962 shares; 2026Q2: 85,237 shares 85,237 $2.02M 0.62% -1,725 Timeline CTOS CUSTOM TRUCK ONE SOURCE INC More: the full row for CUSTOM TRUCK ONE SOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,800 shares; 2024Q4: 97,800 shares; 2025Q1: 110,300 shares; 2025Q2: 120,300 shares; 2025Q3: 167,400 shares; 2025Q4: 173,200 shares; 2026Q1: 171,200 shares; 2026Q2: 170,200 shares 170,200 $2.01M 0.62% -1,000 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,700 shares; 2024Q4: 16,700 shares; 2025Q1: 20,400 shares; 2025Q2: 18,300 shares; 2025Q3: 17,800 shares; 2025Q4: 15,600 shares; 2026Q1: 14,300 shares; 2026Q2: 7,500 shares 7,500 $2M 0.61% -6,800 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,878 shares; 2024Q4: 14,912 shares; 2025Q1: 15,023 shares; 2025Q2: 14,438 shares; 2025Q3: 14,819 shares; 2025Q4: 14,425 shares; 2026Q1: 14,468 shares; 2026Q2: 15,027 shares 15,027 $1.93M 0.59% +559 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,073 shares; 2024Q4: 199,502 shares; 2025Q1: 105,917 shares; 2025Q2: 85,240 shares; 2025Q3: 83,020 shares; 2025Q4: 85,841 shares; 2026Q1: 87,361 shares; 2026Q2: 87,603 shares 87,603 $1.86M 0.57% +242 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,775 shares; 2024Q4: 14,300 shares; 2025Q1: 15,050 shares; 2025Q2: 15,990 shares; 2025Q3: 16,015 shares; 2025Q4: 15,815 shares; 2026Q1: 15,550 shares; 2026Q2: 15,531 shares 15,531 $1.84M 0.56% -19 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,325 shares; 2024Q4: 14,354 shares; 2025Q1: 14,382 shares; 2025Q2: 14,811 shares; 2025Q3: 14,826 shares; 2025Q4: 14,579 shares; 2026Q1: 18,338 shares; 2026Q2: 19,145 shares 19,145 $1.83M 0.56% +807 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,100 shares; 2024Q4: 174,850 shares; 2025Q1: 266,336 shares; 2025Q2: 259,836 shares; 2025Q3: 364,000 shares; 2025Q4: 287,450 shares; 2026Q1: 311,600 shares; 2026Q2: 297,600 shares 297,600 $1.81M 0.55% -14,000 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,928 shares; 2024Q4: 3,930 shares; 2025Q1: 3,805 shares; 2025Q2: 4,889 shares; 2025Q3: 4,170 shares; 2025Q4: 3,930 shares; 2026Q1: 4,155 shares; 2026Q2: 4,985 shares 4,985 $1.76M 0.54% +830 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,808 shares; 2024Q4: 9,005 shares; 2025Q1: 8,895 shares; 2025Q2: 9,448 shares; 2025Q3: 9,943 shares; 2025Q4: 9,774 shares; 2026Q1: 9,987 shares; 2026Q2: 10,513 shares 10,513 $1.74M 0.53% +526 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,641 shares; 2024Q4: 2,874 shares; 2025Q1: not reported; 2025Q2: 2,864 shares; 2025Q3: 2,964 shares; 2025Q4: 2,824 shares; 2026Q1: 2,840 shares; 2026Q2: 2,979 shares 2,979 $1.73M 0.53% +139 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,137 shares; 2024Q4: 20,540 shares; 2025Q1: 20,543 shares; 2025Q2: 33,846 shares; 2025Q3: 30,249 shares; 2025Q4: 30,252 shares; 2026Q1: 48,304 shares; 2026Q2: 48,313 shares 48,313 $1.71M 0.52% +9 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,805 shares; 2024Q4: 95,891 shares; 2025Q1: 100,386 shares; 2025Q2: 94,194 shares; 2025Q3: 80,475 shares; 2025Q4: 50,569 shares; 2026Q1: 48,832 shares; 2026Q2: 53,809 shares 53,809 $1.71M 0.52% +4,977 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,240 shares; 2024Q4: 7,226 shares; 2025Q1: 7,247 shares; 2025Q2: 8,749 shares; 2025Q3: 8,604 shares; 2025Q4: 8,562 shares; 2026Q1: 12,280 shares; 2026Q2: 12,203 shares 12,203 $1.67M 0.51% -77 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,811 shares; 2024Q4: 32,909 shares; 2025Q1: 37,428 shares; 2025Q2: 39,715 shares; 2025Q3: 41,901 shares; 2025Q4: 45,874 shares; 2026Q1: 47,586 shares; 2026Q2: 48,123 shares 48,123 $1.66M 0.51% +537 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 11,400 shares; 2025Q1: 12,745 shares; 2025Q2: 9,720 shares; 2025Q3: 6,820 shares; 2025Q4: 6,420 shares; 2026Q1: 6,420 shares; 2026Q2: 7,420 shares 7,420 $1.62M 0.5% +1,000 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,119 shares; 2024Q4: 15,732 shares; 2025Q1: 15,659 shares; 2025Q2: 13,964 shares; 2025Q3: 15,815 shares; 2025Q4: 13,521 shares; 2026Q1: 15,609 shares; 2026Q2: 15,605 shares 15,605 $1.62M 0.5% -4 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258 shares; 2024Q4: 432 shares; 2025Q1: 580 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,709 shares; 2026Q1: 1,709 shares; 2026Q2: 1,710 shares 1,710 $1.6M 0.49% +1 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141,100 shares 141,100 $1.58M 0.49% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,210 shares; 2024Q4: 17,412 shares; 2025Q1: 17,220 shares; 2025Q2: 15,127 shares; 2025Q3: 15,902 shares; 2025Q4: 19,209 shares; 2026Q1: 20,192 shares; 2026Q2: 16,845 shares 16,845 $1.58M 0.48% -3,347 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233 shares; 2024Q4: 1,277 shares; 2025Q1: 1,844 shares; 2025Q2: 1,849 shares; 2025Q3: 1,885 shares; 2025Q4: 1,920 shares; 2026Q1: 1,991 shares; 2026Q2: 1,999 shares 1,999 $1.5M 0.46% +8 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,750 shares; 2024Q4: 74,400 shares; 2025Q1: 80,275 shares; 2025Q2: 85,150 shares; 2025Q3: 91,975 shares; 2025Q4: 83,825 shares; 2026Q1: 83,725 shares; 2026Q2: 81,225 shares 81,225 $1.5M 0.46% -2,500 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,613 shares; 2024Q4: 63,213 shares; 2025Q1: 67,288 shares; 2025Q2: 74,038 shares; 2025Q3: 75,288 shares; 2025Q4: 75,888 shares; 2026Q1: 79,038 shares; 2026Q2: 80,038 shares 80,038 $1.48M 0.45% +1,000 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,124 shares; 2024Q4: 1,079 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 1,042 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares; 2026Q2: 1,388 shares 1,388 $1.48M 0.45% +64 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170 shares; 2024Q4: 1,190 shares; 2025Q1: 990 shares; 2025Q2: 1,211 shares; 2025Q3: 1,200 shares; 2025Q4: 1,202 shares; 2026Q1: 1,215 shares; 2026Q2: 1,219 shares 1,219 $1.46M 0.45% +4 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,413 shares; 2024Q4: 22,469 shares; 2025Q1: 22,526 shares; 2025Q2: 22,514 shares; 2025Q3: 104,547 shares; 2025Q4: 89,926 shares; 2026Q1: 81,026 shares; 2026Q2: 78,148 shares 78,148 $1.42M 0.43% -2,878 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,995 shares; 2026Q1: 33,530 shares; 2026Q2: 28,230 shares 28,230 $1.37M 0.42% -5,300 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,232 shares; 2025Q3: 30,259 shares; 2025Q4: 51,285 shares; 2026Q1: 55,413 shares; 2026Q2: 58,437 shares 58,437 $1.35M 0.41% +3,024 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,559 shares; 2024Q4: 15,469 shares; 2025Q1: 17,352 shares; 2025Q2: 16,833 shares; 2025Q3: 16,710 shares; 2025Q4: 16,717 shares; 2026Q1: 16,726 shares; 2026Q2: 16,734 shares 16,734 $1.29M 0.4% +8 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,750 shares; 2026Q2: 46,350 shares 46,350 $1.29M 0.4% +19,600 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,295 shares; 2024Q4: 12,243 shares; 2025Q1: 12,275 shares; 2025Q2: 11,781 shares; 2025Q3: 11,787 shares; 2025Q4: 11,800 shares; 2026Q1: 15,007 shares; 2026Q2: 15,767 shares 15,767 $1.28M 0.39% +760 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,769 shares; 2024Q4: 12,199 shares; 2025Q1: 12,229 shares; 2025Q2: 12,541 shares; 2025Q3: 13,663 shares; 2025Q4: 15,823 shares; 2026Q1: 18,090 shares; 2026Q2: 25,070 shares 25,070 $1.28M 0.39% +6,980 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,599 shares; 2024Q4: 289,902 shares; 2025Q1: 297,782 shares; 2025Q2: 315,611 shares; 2025Q3: 317,169 shares; 2025Q4: 338,147 shares; 2026Q1: 336,838 shares; 2026Q2: 338,176 shares 338,176 $1.24M 0.38% +1,338 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,332 shares; 2024Q4: 7,221 shares; 2025Q1: 7,296 shares; 2025Q2: 7,841 shares; 2025Q3: 7,278 shares; 2025Q4: 7,469 shares; 2026Q1: 7,568 shares; 2026Q2: 8,223 shares 8,223 $1.21M 0.37% +655 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680 shares; 2024Q4: 687 shares; 2025Q1: 687 shares; 2025Q2: 1,031 shares; 2025Q3: 1,029 shares; 2025Q4: 10,115 shares; 2026Q1: 12,504 shares; 2026Q2: 16,026 shares 16,026 $1.14M 0.35% +3,522 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,145 shares; 2024Q4: 7,172 shares; 2025Q1: 7,180 shares; 2025Q2: 10,034 shares; 2025Q3: 12,098 shares; 2025Q4: 11,600 shares; 2026Q1: 11,602 shares; 2026Q2: 12,754 shares 12,754 $1.12M 0.34% +1,152 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 2,516 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares; 2026Q1: 2,658 shares; 2026Q2: 2,846 shares 2,846 $1.06M 0.33% +188 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,194 shares; 2024Q4: 40,557 shares; 2025Q1: 39,430 shares; 2025Q2: 38,687 shares; 2025Q3: 39,136 shares; 2025Q4: 40,961 shares; 2026Q1: 44,045 shares; 2026Q2: 44,133 shares 44,133 $1.06M 0.33% +88 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,750 shares; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,050 shares; 2025Q3: 12,350 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares; 2026Q2: 11,100 shares 11,100 $1.05M 0.32% +200 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,610 shares; 2024Q4: 14,659 shares; 2025Q1: 18,399 shares; 2025Q2: 20,610 shares; 2025Q3: 20,665 shares; 2025Q4: 20,720 shares; 2026Q1: 20,774 shares; 2026Q2: 20,829 shares 20,829 $1.04M 0.32% +55 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 15,000 shares; 2025Q4: 30,350 shares; 2026Q1: 25,725 shares; 2026Q2: 24,250 shares 24,250 $1.04M 0.32% -1,475 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,942 shares; 2024Q4: 4,844 shares; 2025Q1: 4,846 shares; 2025Q2: 4,932 shares; 2025Q3: 4,894 shares; 2025Q4: 4,976 shares; 2026Q1: 4,933 shares; 2026Q2: 4,934 shares 4,934 $1.03M 0.32% +1 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,725 shares; 2024Q4: 44,329 shares; 2025Q1: 41,775 shares; 2025Q2: 66,191 shares; 2025Q3: 64,706 shares; 2025Q4: 64,473 shares; 2026Q1: 62,490 shares; 2026Q2: 61,509 shares 61,509 $1.01M 0.31% -981 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,154 shares; 2024Q4: 3,104 shares; 2025Q1: 3,104 shares; 2025Q2: 3,044 shares; 2025Q3: 3,033 shares; 2025Q4: 2,890 shares; 2026Q1: 2,950 shares; 2026Q2: 2,980 shares 2,980 $997K 0.31% +30 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,325 shares; 2024Q4: 38,725 shares; 2025Q1: 34,725 shares; 2025Q2: 37,725 shares; 2025Q3: 32,725 shares; 2025Q4: 59,425 shares; 2026Q1: 105,325 shares; 2026Q2: 104,925 shares 104,925 $985K 0.3% -400 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,475 shares; 2024Q4: 19,507 shares; 2025Q1: 21,471 shares; 2025Q2: 22,735 shares; 2025Q3: 21,007 shares; 2025Q4: 20,570 shares; 2026Q1: 20,236 shares; 2026Q2: 21,479 shares 21,479 $977K 0.3% +1,243 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,501 shares; 2025Q3: 20,502 shares; 2025Q4: 22,603 shares; 2026Q1: 22,605 shares; 2026Q2: 21,606 shares 21,606 $975K 0.3% -999 Timeline ALTG ALTA EQUIPMENT GROUP INC More: the full row for ALTA EQUIPMENT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,768 shares; 2024Q4: 223,195 shares; 2025Q1: 216,030 shares; 2025Q2: 214,298 shares; 2025Q3: 180,370 shares; 2025Q4: 126,111 shares; 2026Q1: 109,111 shares; 2026Q2: 146,635 shares 146,635 $949K 0.29% +37,524 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,175 shares; 2024Q4: 5,050 shares; 2025Q1: 5,050 shares; 2025Q2: 6,055 shares; 2025Q3: 6,055 shares; 2025Q4: 5,805 shares; 2026Q1: 5,805 shares; 2026Q2: 5,955 shares 5,955 $941K 0.29% +150 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares; 2026Q1: 2,150 shares; 2026Q2: 2,170 shares 2,170 $940K 0.29% +20 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,313 shares; 2024Q4: 19,070 shares; 2025Q1: 20,070 shares; 2025Q2: 23,070 shares; 2025Q3: 23,270 shares; 2025Q4: 22,270 shares; 2026Q1: 23,986 shares; 2026Q2: 25,510 shares 25,510 $938K 0.29% +1,524 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,626 shares; 2024Q4: 2,540 shares; 2025Q1: 2,541 shares; 2025Q2: 2,050 shares; 2025Q3: 2,051 shares; 2025Q4: 2,052 shares; 2026Q1: 2,137 shares; 2026Q2: 2,077 shares 2,077 $885K 0.27% -60 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,781 shares; 2024Q4: 4,682 shares; 2025Q1: 4,683 shares; 2025Q2: 4,439 shares; 2025Q3: 4,440 shares; 2025Q4: 4,441 shares; 2026Q1: 4,441 shares; 2026Q2: 4,441 shares 4,441 $878K 0.27% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,021 shares; 2024Q4: 4,520 shares; 2025Q1: 4,380 shares; 2025Q2: 4,369 shares; 2025Q3: 3,710 shares; 2025Q4: 3,945 shares; 2026Q1: 4,074 shares; 2026Q2: 4,021 shares 4,021 $856K 0.26% -53 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,244 shares; 2026Q2: 2,246 shares 2,246 $846K 0.26% +2 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212 shares; 2024Q4: 1,177 shares; 2025Q1: 1,104 shares; 2025Q2: 1,205 shares; 2025Q3: 1,213 shares; 2025Q4: 1,294 shares; 2026Q1: 1,375 shares; 2026Q2: 1,469 shares 1,469 $828K 0.25% +94 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,650 shares; 2025Q3: 6,750 shares; 2025Q4: 9,100 shares; 2026Q1: 10,250 shares; 2026Q2: 17,040 shares 17,040 $823K 0.25% +6,790 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,532 shares; 2024Q4: 5,957 shares; 2025Q1: 5,858 shares; 2025Q2: 5,059 shares; 2025Q3: 5,005 shares; 2025Q4: 5,405 shares; 2026Q1: 5,381 shares; 2026Q2: 5,541 shares 5,541 $812K 0.25% +160 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,533 shares; 2024Q4: 14,648 shares; 2025Q1: 13,457 shares; 2025Q2: 9,356 shares; 2025Q3: 9,403 shares; 2025Q4: 9,552 shares; 2026Q1: 9,966 shares; 2026Q2: 10,778 shares 10,778 $801K 0.25% +812 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761 shares; 2024Q4: 778 shares; 2025Q1: 782 shares; 2025Q2: 2,178 shares; 2025Q3: 2,146 shares; 2025Q4: 2,147 shares; 2026Q1: 2,111 shares; 2026Q2: 2,285 shares 2,285 $784K 0.24% +174 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: 785 shares; 2025Q1: 805 shares; 2025Q2: 806 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 777 shares; 2026Q2: 773 shares 773 $782K 0.24% -4 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 852 shares; 2026Q2: 1,172 shares 1,172 $769K 0.24% +320 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,457 shares; 2024Q4: 5,459 shares; 2025Q1: 5,461 shares; 2025Q2: 5,313 shares; 2025Q3: 5,315 shares; 2025Q4: 5,267 shares; 2026Q1: 5,829 shares; 2026Q2: 5,784 shares 5,784 $732K 0.22% -45 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,343 shares 5,343 $725K 0.22% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 627 shares; 2025Q1: not reported; 2025Q2: 602 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 610 shares 610 $717K 0.22% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,751 shares; 2024Q4: 1,800 shares; 2025Q1: 1,727 shares; 2025Q2: 2,733 shares; 2025Q3: 2,809 shares; 2025Q4: 2,809 shares; 2026Q1: 2,937 shares; 2026Q2: 2,949 shares 2,949 $715K 0.22% +12 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 775 shares; 2025Q3: 3,087 shares; 2025Q4: 4,662 shares; 2026Q1: 3,256 shares; 2026Q2: 3,259 shares 3,259 $706K 0.22% +3 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,910 shares; 2025Q1: not reported; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares; 2026Q2: 2,085 shares 2,085 $698K 0.21% +165 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,021 shares; 2024Q4: 8,075 shares; 2025Q1: 8,360 shares; 2025Q2: 10,916 shares; 2025Q3: 12,243 shares; 2025Q4: 13,170 shares; 2026Q1: 14,717 shares; 2026Q2: 16,492 shares 16,492 $698K 0.21% +1,775 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,983 shares; 2025Q3: 7,108 shares; 2025Q4: 9,450 shares; 2026Q1: 13,170 shares; 2026Q2: 13,826 shares 13,826 $685K 0.21% +656 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,648 shares; 2025Q1: 1,649 shares; 2025Q2: 1,805 shares; 2025Q3: 1,738 shares; 2025Q4: 1,377 shares; 2026Q1: 1,476 shares; 2026Q2: 1,426 shares 1,426 $681K 0.21% -50 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,188 shares; 2024Q4: 2,788 shares; 2025Q1: 2,788 shares; 2025Q2: 2,788 shares; 2025Q3: 2,803 shares; 2025Q4: 2,494 shares; 2026Q1: 3,712 shares; 2026Q2: 3,688 shares 3,688 $667K 0.2% -24 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,855 shares; 2026Q2: 2,605 shares 2,605 $663K 0.2% +750 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,600 shares; 2026Q2: 8,400 shares 8,400 $662K 0.2% -200 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 898 shares; 2026Q1: 898 shares; 2026Q2: 898 shares 898 $649K 0.2% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,500 shares 5,500 $649K 0.2% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,200 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $642K 0.2% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,730 shares; 2024Q4: 1,743 shares; 2025Q1: 1,862 shares; 2025Q2: 1,964 shares; 2025Q3: 1,906 shares; 2025Q4: 1,815 shares; 2026Q1: 2,065 shares; 2026Q2: 2,135 shares 2,135 $642K 0.2% +70 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,895 shares; 2024Q4: 3,897 shares; 2025Q1: 3,599 shares; 2025Q2: 3,666 shares; 2025Q3: 3,707 shares; 2025Q4: 4,010 shares; 2026Q1: 5,748 shares; 2026Q2: 6,952 shares 6,952 $638K 0.2% +1,204 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,780 shares; 2024Q4: 4,488 shares; 2025Q1: 3,998 shares; 2025Q2: 4,309 shares; 2025Q3: 4,316 shares; 2025Q4: 4,025 shares; 2026Q1: 4,032 shares; 2026Q2: 4,041 shares 4,041 $620K 0.19% +9 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $619K 0.19% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,340 shares; 2025Q4: 12,894 shares; 2026Q1: 12,894 shares; 2026Q2: 12,894 shares 12,894 $613K 0.19% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,481 shares; 2024Q4: 5,492 shares; 2025Q1: 5,335 shares; 2025Q2: 5,444 shares; 2025Q3: 4,784 shares; 2025Q4: 4,792 shares; 2026Q1: 4,996 shares; 2026Q2: 5,420 shares 5,420 $598K 0.18% +424 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,605 shares; 2026Q2: 32,605 shares 32,605 $589K 0.18% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 1,481 shares; 2025Q1: 1,471 shares; 2025Q2: 1,521 shares; 2025Q3: 1,522 shares; 2025Q4: 1,516 shares; 2026Q1: 1,561 shares; 2026Q2: 1,561 shares 1,561 $578K 0.18% 0 Timeline BLCV BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,983 shares 13,983 $578K 0.18% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,905 shares; 2026Q1: 23,997 shares; 2026Q2: 24,072 shares 24,072 $576K 0.18% +75 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 2,151 shares; 2025Q1: 2,151 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares; 2026Q1: 1,926 shares; 2026Q2: 1,905 shares 1,905 $568K 0.17% -21 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,785 shares; 2024Q4: 1,353 shares; 2025Q1: 1,089 shares; 2025Q2: 1,091 shares; 2025Q3: 1,074 shares; 2025Q4: 1,106 shares; 2026Q1: 1,125 shares; 2026Q2: 1,347 shares 1,347 $567K 0.17% +222 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 895 shares; 2025Q1: 1,004 shares; 2025Q2: 929 shares; 2025Q3: 965 shares; 2025Q4: 1,240 shares; 2026Q1: 1,465 shares; 2026Q2: 1,815 shares 1,815 $550K 0.17% +350 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,152 shares; 2024Q4: 7,174 shares; 2025Q1: 7,286 shares; 2025Q2: 5,705 shares; 2025Q3: 5,551 shares; 2025Q4: 6,334 shares; 2026Q1: 7,557 shares; 2026Q2: 7,631 shares 7,631 $549K 0.17% +74 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175 shares; 2024Q4: 2,204 shares; 2025Q1: 2,205 shares; 2025Q2: 2,192 shares; 2025Q3: 1,942 shares; 2025Q4: 3,845 shares; 2026Q1: 3,086 shares; 2026Q2: 2,836 shares 2,836 $540K 0.17% -250 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 276 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 306 shares; 2025Q4: 307 shares; 2026Q1: 757 shares; 2026Q2: 783 shares 783 $538K 0.17% +26 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,775 shares; 2024Q4: 2,401 shares; 2025Q1: 2,402 shares; 2025Q2: 3,590 shares; 2025Q3: 3,613 shares; 2025Q4: 3,615 shares; 2026Q1: 2,957 shares; 2026Q2: 5,864 shares 5,864 $532K 0.16% +2,907 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,434 shares; 2024Q4: 9,213 shares; 2025Q1: 11,006 shares; 2025Q2: 11,287 shares; 2025Q3: 11,319 shares; 2025Q4: 10,192 shares; 2026Q1: 10,225 shares; 2026Q2: 10,256 shares 10,256 $532K 0.16% +31 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,027 shares; 2024Q4: not reported; 2025Q1: 4,133 shares; 2025Q2: 5,561 shares; 2025Q3: 7,895 shares; 2025Q4: 7,905 shares; 2026Q1: 9,271 shares; 2026Q2: 10,654 shares 10,654 $508K 0.16% +1,383 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,079 shares; 2024Q4: 4,316 shares; 2025Q1: 4,351 shares; 2025Q2: 6,760 shares; 2025Q3: 7,094 shares; 2025Q4: 9,629 shares; 2026Q1: 11,129 shares; 2026Q2: 7,442 shares 7,442 $508K 0.16% -3,687 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,840 shares; 2024Q4: 3,790 shares; 2025Q1: 3,352 shares; 2025Q2: 3,393 shares; 2025Q3: 3,395 shares; 2025Q4: 3,395 shares; 2026Q1: 3,658 shares; 2026Q2: 3,746 shares 3,746 $507K 0.16% +88 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,545 shares; 2025Q3: 13,045 shares; 2025Q4: 14,282 shares; 2026Q1: 14,282 shares; 2026Q2: 18,957 shares 18,957 $503K 0.15% +4,675 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,473 shares; 2024Q4: 2,373 shares; 2025Q1: 2,393 shares; 2025Q2: 3,049 shares; 2025Q3: 3,115 shares; 2025Q4: 2,915 shares; 2026Q1: 2,722 shares; 2026Q2: 2,709 shares 2,709 $501K 0.15% -13 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,769 shares; 2026Q2: 10,123 shares 10,123 $499K 0.15% +2,354 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,900 shares 2,900 $487K 0.15% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,115 shares; 2024Q4: 3,546 shares; 2025Q1: 4,111 shares; 2025Q2: 3,988 shares; 2025Q3: 4,023 shares; 2025Q4: 4,108 shares; 2026Q1: 4,255 shares; 2026Q2: 4,963 shares 4,963 $479K 0.15% +708 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,802 shares; 2024Q4: 1,803 shares; 2025Q1: 1,703 shares; 2025Q2: 1,503 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares; 2026Q1: 1,504 shares; 2026Q2: 1,504 shares 1,504 $471K 0.14% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,711 shares; 2024Q4: 2,714 shares; 2025Q1: 2,716 shares; 2025Q2: 3,454 shares; 2025Q3: 3,456 shares; 2025Q4: 3,408 shares; 2026Q1: 3,410 shares; 2026Q2: 3,412 shares 3,412 $467K 0.14% +2 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,403 shares; 2026Q1: 4,604 shares; 2026Q2: 6,106 shares 6,106 $463K 0.14% +1,502 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 952 shares; 2026Q2: 952 shares 952 $461K 0.14% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,466 shares; 2024Q4: 4,468 shares; 2025Q1: 4,445 shares; 2025Q2: 4,149 shares; 2025Q3: 4,128 shares; 2025Q4: 3,522 shares; 2026Q1: 3,499 shares; 2026Q2: 3,500 shares 3,500 $457K 0.14% +1 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,049 shares 1,049 $453K 0.14% new Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,176 shares; 2024Q4: 53,342 shares; 2025Q1: 59,028 shares; 2025Q2: 59,096 shares; 2025Q3: 59,774 shares; 2025Q4: 38,708 shares; 2026Q1: 35,627 shares; 2026Q2: 36,396 shares 36,396 $448K 0.14% +769 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 4,212 shares; 2026Q2: 3,100 shares 3,100 $444K 0.14% -1,112 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,461 shares; 2024Q4: 4,472 shares; 2025Q1: 4,482 shares; 2025Q2: 4,491 shares; 2025Q3: 4,560 shares; 2025Q4: 4,570 shares; 2026Q1: 4,581 shares; 2026Q2: 4,589 shares 4,589 $415K 0.13% +8 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares; 2026Q2: 8,100 shares 8,100 $410K 0.13% -600 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,110 shares; 2024Q4: 4,210 shares; 2025Q1: 4,211 shares; 2025Q2: 4,873 shares; 2025Q3: 4,887 shares; 2025Q4: 4,594 shares; 2026Q1: 5,141 shares; 2026Q2: 5,082 shares 5,082 $398K 0.12% -59 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,627 shares; 2024Q4: 3,028 shares; 2025Q1: 3,030 shares; 2025Q2: 2,431 shares; 2025Q3: 2,377 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares; 2026Q2: 2,441 shares 2,441 $395K 0.12% +1 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,034 shares; 2025Q3: 2,034 shares; 2025Q4: 1,859 shares; 2026Q1: 1,734 shares; 2026Q2: 1,734 shares 1,734 $394K 0.12% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 5,134 shares; 2025Q1: 4,787 shares; 2025Q2: 4,789 shares; 2025Q3: 4,791 shares; 2025Q4: 4,793 shares; 2026Q1: 4,850 shares; 2026Q2: 4,851 shares 4,851 $393K 0.12% +1 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,432 shares; 2024Q4: 5,236 shares; 2025Q1: 5,314 shares; 2025Q2: 5,414 shares; 2025Q3: 5,310 shares; 2025Q4: 5,313 shares; 2026Q1: 5,739 shares; 2026Q2: 4,720 shares 4,720 $390K 0.12% -1,019 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 4,540 shares; 2025Q4: 4,740 shares; 2026Q1: 4,740 shares; 2026Q2: 7,015 shares 7,015 $390K 0.12% +2,275 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,859 shares; 2024Q4: 5,009 shares; 2025Q1: 5,010 shares; 2025Q2: 5,010 shares; 2025Q3: 6,098 shares; 2025Q4: 6,424 shares; 2026Q1: 6,555 shares; 2026Q2: 6,134 shares 6,134 $383K 0.12% -421 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,988 shares; 2024Q4: 7,225 shares; 2025Q1: 7,728 shares; 2025Q2: 7,696 shares; 2025Q3: 7,828 shares; 2025Q4: 6,856 shares; 2026Q1: 7,046 shares; 2026Q2: 7,114 shares 7,114 $381K 0.12% +68 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,712 shares 2,712 $379K 0.12% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,937 shares; 2024Q4: 8,953 shares; 2025Q1: 12,089 shares; 2025Q2: 13,106 shares; 2025Q3: 12,956 shares; 2025Q4: 12,300 shares; 2026Q1: 12,307 shares; 2026Q2: 12,321 shares 12,321 $376K 0.12% +14 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,714 shares; 2024Q4: 14,717 shares; 2025Q1: 18,722 shares; 2025Q2: 11,229 shares; 2025Q3: 11,235 shares; 2025Q4: 47,355 shares; 2026Q1: 47,465 shares; 2026Q2: 61,060 shares 61,060 $375K 0.11% +13,595 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,472 shares; 2024Q4: 3,774 shares; 2025Q1: 2,317 shares; 2025Q2: 2,064 shares; 2025Q3: 1,734 shares; 2025Q4: 1,047 shares; 2026Q1: 4,027 shares; 2026Q2: 4,845 shares 4,845 $374K 0.11% +818 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 2,708 shares; 2025Q4: 6,053 shares; 2026Q1: 7,128 shares; 2026Q2: 7,274 shares 7,274 $373K 0.11% +146 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $369K 0.11% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,862 shares; 2024Q4: 4,110 shares; 2025Q1: 4,100 shares; 2025Q2: 4,111 shares; 2025Q3: 4,258 shares; 2025Q4: 3,832 shares; 2026Q1: 3,743 shares; 2026Q2: 3,771 shares 3,771 $364K 0.11% +28 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,203 shares; 2024Q4: 1,180 shares; 2025Q1: 1,181 shares; 2025Q2: 2,274 shares; 2025Q3: 2,276 shares; 2025Q4: 2,278 shares; 2026Q1: 2,281 shares; 2026Q2: 2,283 shares 2,283 $362K 0.11% +2 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,492 shares; 2024Q4: 6,476 shares; 2025Q1: 4,503 shares; 2025Q2: 3,809 shares; 2025Q3: 3,498 shares; 2025Q4: 3,466 shares; 2026Q1: 3,471 shares; 2026Q2: 3,476 shares 3,476 $360K 0.11% +5 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,166 shares; 2024Q4: 3,716 shares; 2025Q1: 3,595 shares; 2025Q2: 2,838 shares; 2025Q3: 2,838 shares; 2025Q4: 2,838 shares; 2026Q1: 2,838 shares; 2026Q2: 2,838 shares 2,838 $359K 0.11% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,034 shares; 2024Q4: 17,036 shares; 2025Q1: 17,038 shares; 2025Q2: 17,040 shares; 2025Q3: 17,427 shares; 2025Q4: 17,429 shares; 2026Q1: 18,712 shares; 2026Q2: 18,735 shares 18,735 $358K 0.11% +23 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395 shares; 2024Q4: 395 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 397 shares; 2026Q1: 402 shares; 2026Q2: 977 shares 977 $357K 0.11% +575 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,102 shares; 2026Q2: 2,111 shares 2,111 $357K 0.11% +9 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares; 2026Q2: 1,444 shares 1,444 $356K 0.11% +1,359 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,165 shares 1,165 $353K 0.11% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,717 shares; 2026Q1: 2,593 shares; 2026Q2: 2,600 shares 2,600 $352K 0.11% +7 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 1,150 shares; 2025Q2: 1,650 shares; 2025Q3: 2,429 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $350K 0.11% 0 Timeline KQQQ KURV ETF TR More: the full row for KURV ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,421 shares; 2026Q2: 11,411 shares 11,411 $347K 0.11% -10 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,806 shares; 2024Q4: 7,311 shares; 2025Q1: 6,619 shares; 2025Q2: 6,426 shares; 2025Q3: 6,433 shares; 2025Q4: 6,041 shares; 2026Q1: 6,751 shares; 2026Q2: 6,764 shares 6,764 $346K 0.11% +13 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674 shares; 2024Q4: 678 shares; 2025Q1: 860 shares; 2025Q2: 926 shares; 2025Q3: 1,001 shares; 2025Q4: 977 shares; 2026Q1: 1,499 shares; 2026Q2: 4,281 shares 4,281 $345K 0.11% +2,782 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,874 shares; 2024Q4: 2,076 shares; 2025Q1: 2,036 shares; 2025Q2: 2,145 shares; 2025Q3: 2,102 shares; 2025Q4: 2,117 shares; 2026Q1: 2,186 shares; 2026Q2: 2,194 shares 2,194 $344K 0.11% +8 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,634 shares; 2024Q4: 59,638 shares; 2025Q1: 58,142 shares; 2025Q2: 47,497 shares; 2025Q3: 49,509 shares; 2025Q4: 44,373 shares; 2026Q1: 38,687 shares; 2026Q2: 38,697 shares 38,697 $343K 0.11% +10 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,173 shares; 2026Q2: 1,177 shares 1,177 $342K 0.1% +4 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,338 shares; 2024Q4: 15,138 shares; 2025Q1: 11,500 shares; 2025Q2: 12,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,777 shares; 2026Q1: 9,677 shares; 2026Q2: 9,977 shares 9,977 $319K 0.1% +300 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,067 shares; 2024Q4: not reported; 2025Q1: 3,390 shares; 2025Q2: 3,273 shares; 2025Q3: 3,284 shares; 2025Q4: 3,151 shares; 2026Q1: 3,395 shares; 2026Q2: 4,395 shares 4,395 $317K 0.1% +1,000 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 625 shares; 2025Q3: 637 shares; 2025Q4: 572 shares; 2026Q1: 630 shares; 2026Q2: 2,523 shares 2,523 $313K 0.1% +1,893 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,272 shares; 2024Q4: 2,778 shares; 2025Q1: 2,853 shares; 2025Q2: 2,777 shares; 2025Q3: 2,777 shares; 2025Q4: 2,750 shares; 2026Q1: 3,118 shares; 2026Q2: 3,775 shares 3,775 $313K 0.1% +657 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,060 shares; 2024Q4: 2,785 shares; 2025Q1: 2,560 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares; 2025Q4: 2,255 shares; 2026Q1: 2,317 shares; 2026Q2: 2,317 shares 2,317 $309K 0.09% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 440 shares; 2025Q3: 444 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 404 shares 404 $308K 0.09% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 995 shares 995 $301K 0.09% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,568 shares; 2024Q4: 12,641 shares; 2025Q1: 5,952 shares; 2025Q2: 5,291 shares; 2025Q3: 5,317 shares; 2025Q4: 8,045 shares; 2026Q1: 9,708 shares; 2026Q2: 14,539 shares 14,539 $301K 0.09% +4,831 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,750 shares; 2026Q1: 10,750 shares; 2026Q2: 10,750 shares 10,750 $297K 0.09% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,036 shares; 2024Q4: 28,546 shares; 2025Q1: 27,557 shares; 2025Q2: 24,569 shares; 2025Q3: 24,582 shares; 2025Q4: 24,593 shares; 2026Q1: 15,801 shares; 2026Q2: 15,811 shares 15,811 $291K 0.09% +10 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,881 shares; 2026Q2: 6,502 shares 6,502 $289K 0.09% -379 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,841 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,992 shares; 2026Q1: 4,742 shares; 2026Q2: 4,907 shares 4,907 $289K 0.09% +165 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,769 shares; 2024Q4: 2,770 shares; 2025Q1: 2,472 shares; 2025Q2: 2,475 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,283 shares; 2026Q2: 3,285 shares 3,285 $286K 0.09% +2 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,154 shares; 2024Q4: 1,131 shares; 2025Q1: 1,134 shares; 2025Q2: 1,120 shares; 2025Q3: 1,811 shares; 2025Q4: 1,825 shares; 2026Q1: 2,031 shares; 2026Q2: 10,321 shares 10,321 $283K 0.09% +8,290 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,427 shares; 2024Q4: 26,340 shares; 2025Q1: 31,560 shares; 2025Q2: 31,560 shares; 2025Q3: 31,560 shares; 2025Q4: 32,560 shares; 2026Q1: 28,560 shares; 2026Q2: 28,560 shares 28,560 $277K 0.08% 0 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: not reported; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: not reported; 2026Q2: 3,200 shares 3,200 $275K 0.08% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 266 shares; 2025Q1: 267 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 290 shares; 2026Q1: 300 shares; 2026Q2: 281 shares 281 $270K 0.08% -19 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,052 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 1,052 shares; 2025Q4: 1,380 shares; 2026Q1: 1,540 shares; 2026Q2: 1,695 shares 1,695 $268K 0.08% +155 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,916 shares; 2024Q4: 9,182 shares; 2025Q1: 8,290 shares; 2025Q2: 6,900 shares; 2025Q3: 6,909 shares; 2025Q4: 6,218 shares; 2026Q1: 6,374 shares; 2026Q2: 6,385 shares 6,385 $264K 0.08% +11 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 704 shares; 2026Q1: 704 shares; 2026Q2: 716 shares 716 $264K 0.08% +12 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $261K 0.08% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,971 shares; 2025Q4: 4,187 shares; 2026Q1: 4,152 shares; 2026Q2: 4,212 shares 4,212 $261K 0.08% +60 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,627 shares; 2026Q2: 2,576 shares 2,576 $260K 0.08% -51 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,454 shares; 2024Q4: 10,465 shares; 2025Q1: 10,115 shares; 2025Q2: 10,115 shares; 2025Q3: 10,115 shares; 2025Q4: 10,115 shares; 2026Q1: 10,115 shares; 2026Q2: 8,615 shares 8,615 $260K 0.08% -1,500 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,775 shares; 2024Q4: 18,902 shares; 2025Q1: 23,666 shares; 2025Q2: 18,648 shares; 2025Q3: 17,817 shares; 2025Q4: 9,948 shares; 2026Q1: 9,480 shares; 2026Q2: 9,488 shares 9,488 $260K 0.08% +8 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares; 2026Q2: 505 shares 505 $259K 0.08% +1 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,719 shares; 2025Q3: 13,768 shares; 2025Q4: 13,803 shares; 2026Q1: 13,816 shares; 2026Q2: 13,938 shares 13,938 $259K 0.08% +122 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,965 shares; 2024Q4: 2,900 shares; 2025Q1: 2,877 shares; 2025Q2: 2,791 shares; 2025Q3: 2,217 shares; 2025Q4: 2,289 shares; 2026Q1: 2,859 shares; 2026Q2: 2,869 shares 2,869 $254K 0.08% +10 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383 shares; 2026Q1: not reported; 2026Q2: 499 shares 499 $250K 0.08% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,464 shares; 2024Q4: 2,470 shares; 2025Q1: 2,462 shares; 2025Q2: 2,470 shares; 2025Q3: 2,410 shares; 2025Q4: 2,287 shares; 2026Q1: 2,269 shares; 2026Q2: 2,276 shares 2,276 $246K 0.08% +7 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 618 shares; 2026Q2: 498 shares 498 $244K 0.07% -120 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 977 shares; 2024Q4: 977 shares; 2025Q1: 978 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 978 shares; 2026Q2: 1,268 shares 1,268 $241K 0.07% +290 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,162 shares; 2024Q4: 3,162 shares; 2025Q1: 3,162 shares; 2025Q2: 3,162 shares; 2025Q3: 3,173 shares; 2025Q4: 3,173 shares; 2026Q1: 3,173 shares; 2026Q2: 3,173 shares 3,173 $241K 0.07% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,342 shares 3,342 $234K 0.07% new Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,003 shares; 2025Q4: 10,192 shares; 2026Q1: 10,366 shares; 2026Q2: 10,542 shares 10,542 $230K 0.07% +176 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 861 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 927 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 892 shares; 2026Q2: 842 shares 842 $229K 0.07% -50 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,500 shares; 2025Q4: 20,500 shares; 2026Q1: 20,500 shares; 2026Q2: 20,500 shares 20,500 $223K 0.07% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,350 shares; 2024Q4: 6,350 shares; 2025Q1: 5,926 shares; 2025Q2: 5,928 shares; 2025Q3: 5,929 shares; 2025Q4: 5,831 shares; 2026Q1: 5,832 shares; 2026Q2: 5,834 shares 5,834 $222K 0.07% +2 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 3,175 shares; 2026Q2: 3,675 shares 3,675 $218K 0.07% +500 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,154 shares 2,154 $214K 0.07% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,014 shares; 2024Q4: 2,126 shares; 2025Q1: 2,053 shares; 2025Q2: 2,063 shares; 2025Q3: 2,074 shares; 2025Q4: 4,622 shares; 2026Q1: 4,644 shares; 2026Q2: 4,664 shares 4,664 $211K 0.06% +20 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,868 shares; 2025Q2: 2,899 shares; 2025Q3: 3,136 shares; 2025Q4: 3,490 shares; 2026Q1: 4,645 shares; 2026Q2: 4,672 shares 4,672 $211K 0.06% +27 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,110 shares 4,110 $206K 0.06% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,229 shares; 2025Q1: 1,217 shares; 2025Q2: 1,134 shares; 2025Q3: 1,118 shares; 2025Q4: 1,090 shares; 2026Q1: 1,089 shares; 2026Q2: 1,380 shares 1,380 $205K 0.06% +291 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 918 shares 918 $204K 0.06% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,113 shares; 2025Q3: 3,113 shares; 2025Q4: 3,113 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $204K 0.06% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,446 shares; 2024Q4: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,447 shares; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares; 2026Q1: 1,607 shares; 2026Q2: 1,757 shares 1,757 $203K 0.06% +150 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,022 shares; 2026Q2: 4,022 shares 4,022 $202K 0.06% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,901 shares; 2025Q1: 1,801 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 901 shares 901 $201K 0.06% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,621 shares; 2024Q4: 2,570 shares; 2025Q1: 3,124 shares; 2025Q2: 2,828 shares; 2025Q3: 2,832 shares; 2025Q4: 2,698 shares; 2026Q1: 2,701 shares; 2026Q2: 2,669 shares 2,669 $200K 0.06% -32 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,355 shares; 2024Q4: 15,375 shares; 2025Q1: 15,295 shares; 2025Q2: 15,317 shares; 2025Q3: 15,338 shares; 2025Q4: 13,362 shares; 2026Q1: 12,391 shares; 2026Q2: 12,419 shares 12,419 $196K 0.06% +28 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares; 2026Q2: 13,500 shares 13,500 $196K 0.06% 0 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,129 shares; 2024Q4: 10,138 shares; 2025Q1: 9,538 shares; 2025Q2: 9,538 shares; 2025Q3: 10,538 shares; 2025Q4: 10,538 shares; 2026Q1: 10,538 shares; 2026Q2: 10,538 shares 10,538 $188K 0.06% 0 Timeline OBE OBSIDIAN ENERGY LTD More: the full row for OBSIDIAN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,400 shares; 2024Q4: 35,700 shares; 2025Q1: 35,700 shares; 2025Q2: 35,700 shares; 2025Q3: 40,700 shares; 2025Q4: 40,700 shares; 2026Q1: 22,200 shares; 2026Q2: 22,200 shares 22,200 $180K 0.06% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,645 shares 4,645 $167K 0.05% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,356 shares; 2026Q1: 1,356 shares; 2026Q2: 1,356 shares 1,356 $166K 0.05% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 1,028 shares; 2025Q2: 1,018 shares; 2025Q3: 1,020 shares; 2025Q4: 974 shares; 2026Q1: 976 shares; 2026Q2: 979 shares 979 $161K 0.05% +3 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,630 shares; 2024Q4: 3,639 shares; 2025Q1: 3,649 shares; 2025Q2: 3,524 shares; 2025Q3: 3,534 shares; 2025Q4: 3,499 shares; 2026Q1: 3,642 shares; 2026Q2: 3,651 shares 3,651 $159K 0.05% +9 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,328 shares 1,328 $159K 0.05% new Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,610 shares; 2024Q4: 7,629 shares; 2025Q1: 7,647 shares; 2025Q2: 7,665 shares; 2025Q3: 9,083 shares; 2025Q4: 9,102 shares; 2026Q1: 9,125 shares; 2026Q2: 9,146 shares 9,146 $157K 0.05% +21 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,564 shares; 2024Q4: 8,902 shares; 2025Q1: 9,116 shares; 2025Q2: 9,260 shares; 2025Q3: 9,299 shares; 2025Q4: 9,134 shares; 2026Q1: 10,129 shares; 2026Q2: 11,147 shares 11,147 $155K 0.05% +1,018 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 853 shares; 2025Q4: 855 shares; 2026Q1: 855 shares; 2026Q2: 860 shares 860 $149K 0.05% +5 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares; 2026Q2: 9,500 shares 9,500 $147K 0.05% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 1,418 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares; 2026Q2: 1,023 shares 1,023 $141K 0.04% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,877 shares; 2024Q4: 13,577 shares; 2025Q1: 13,577 shares; 2025Q2: 13,577 shares; 2025Q3: 13,577 shares; 2025Q4: 13,577 shares; 2026Q1: 13,577 shares; 2026Q2: 14,977 shares 14,977 $141K 0.04% +1,400 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,570 shares 1,570 $138K 0.04% new Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,292 shares 2,292 $136K 0.04% new Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,868 shares; 2024Q4: 5,894 shares; 2025Q1: 5,912 shares; 2025Q2: 5,932 shares; 2025Q3: 5,951 shares; 2025Q4: 5,980 shares; 2026Q1: 6,003 shares; 2026Q2: 6,027 shares 6,027 $134K 0.04% +24 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,102 shares; 2026Q2: 3,213 shares 3,213 $133K 0.04% +111 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares; 2026Q2: 10,700 shares 10,700 $132K 0.04% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $128K 0.04% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783 shares; 2024Q4: 797 shares; 2025Q1: 801 shares; 2025Q2: 804 shares; 2025Q3: 832 shares; 2025Q4: 367 shares; 2026Q1: 526 shares; 2026Q2: 527 shares 527 $128K 0.04% +1 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,551 shares; 2024Q4: 2,588 shares; 2025Q1: 2,625 shares; 2025Q2: 2,660 shares; 2025Q3: 2,696 shares; 2025Q4: 2,730 shares; 2026Q1: 2,766 shares; 2026Q2: 2,801 shares 2,801 $125K 0.04% +35 Timeline FLEE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,179 shares 3,179 $124K 0.04% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,685 shares; 2024Q4: 1,702 shares; 2025Q1: 1,710 shares; 2025Q2: 1,345 shares; 2025Q3: 1,408 shares; 2025Q4: 1,411 shares; 2026Q1: 1,517 shares; 2026Q2: 1,533 shares 1,533 $123K 0.04% +16 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,305 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,259 shares; 2025Q3: 1,259 shares; 2025Q4: 1,281 shares; 2026Q1: 1,281 shares; 2026Q2: 1,284 shares 1,284 $120K 0.04% +3 Timeline PEZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,136 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,001 shares; 2026Q1: 1,111 shares; 2026Q2: 1,111 shares 1,111 $115K 0.04% 0 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,612 shares; 2025Q3: 18,051 shares; 2025Q4: 16,470 shares; 2026Q1: 16,885 shares; 2026Q2: 17,293 shares 17,293 $114K 0.03% +408 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,506 shares; 2025Q4: 1,507 shares; 2026Q1: 1,648 shares; 2026Q2: 1,649 shares 1,649 $112K 0.03% +1 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 2,213 shares; 2025Q1: 1,525 shares; 2025Q2: 1,300 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,053 shares; 2026Q2: 933 shares 933 $110K 0.03% -120 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,213 shares; 2026Q1: 1,213 shares; 2026Q2: 1,213 shares 1,213 $109K 0.03% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 1,220 shares; 2025Q3: 1,770 shares; 2025Q4: 1,770 shares; 2026Q1: 1,770 shares; 2026Q2: 1,770 shares 1,770 $108K 0.03% 0 Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,842 shares; 2026Q1: 2,052 shares; 2026Q2: 2,052 shares 2,052 $107K 0.03% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,093 shares; 2024Q4: 12,131 shares; 2025Q1: 12,178 shares; 2025Q2: 12,231 shares; 2025Q3: 12,283 shares; 2025Q4: 12,330 shares; 2026Q1: 12,384 shares; 2026Q2: 12,438 shares 12,438 $106K 0.03% +54 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 562 shares; 2026Q2: 1,131 shares 1,131 $106K 0.03% +569 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,902 shares; 2024Q4: 1,902 shares; 2025Q1: 1,902 shares; 2025Q2: 1,902 shares; 2025Q3: 2,027 shares; 2025Q4: 2,052 shares; 2026Q1: 2,052 shares; 2026Q2: 2,052 shares 2,052 $101K 0.03% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,599 shares; 2025Q4: 10,247 shares; 2026Q1: 10,247 shares; 2026Q2: 10,247 shares 10,247 $101K 0.03% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,115 shares; 2024Q4: 12,310 shares; 2025Q1: 12,502 shares; 2025Q2: 22,637 shares; 2025Q3: 23,183 shares; 2025Q4: 16,574 shares; 2026Q1: 17,017 shares; 2026Q2: 17,477 shares 17,477 $98.9K 0.03% +460 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 441 shares; 2025Q1: 442 shares; 2025Q2: 443 shares; 2025Q3: 495 shares; 2025Q4: 496 shares; 2026Q1: 527 shares; 2026Q2: 528 shares 528 $97.9K 0.03% +1 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $95.4K 0.03% 0 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,047 shares; 2024Q4: 23,546 shares; 2025Q1: 24,231 shares; 2025Q2: 24,752 shares; 2025Q3: 25,281 shares; 2025Q4: 25,830 shares; 2026Q1: 26,395 shares; 2026Q2: 26,992 shares 26,992 $94.2K 0.03% +597 Timeline SUNS SUNRISE RLTY TR INC More: the full row for SUNRISE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,700 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares; 2026Q2: 11,700 shares 11,700 $92.4K 0.03% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,252 shares 1,252 $90.5K 0.03% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,802 shares; 2024Q4: 2,198 shares; 2025Q1: 1,602 shares; 2025Q2: 1,422 shares; 2025Q3: 1,448 shares; 2025Q4: 1,453 shares; 2026Q1: 1,493 shares; 2026Q2: 1,493 shares 1,493 $89.1K 0.03% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $88.5K 0.03% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 241 shares 241 $88.2K 0.03% +234 Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,454 shares 1,454 $87.4K 0.03% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399 shares; 2024Q4: 698 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 385 shares; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $87.2K 0.03% 0 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,529 shares; 2026Q2: 1,673 shares 1,673 $85.2K 0.03% +144 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,591 shares; 2024Q4: 7,564 shares; 2025Q1: 7,611 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,004 shares; 2026Q1: 7,806 shares; 2026Q2: 7,855 shares 7,855 $85.1K 0.03% +49 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,200 shares; 2024Q4: 39,700 shares; 2025Q1: 39,600 shares; 2025Q2: 39,600 shares; 2025Q3: 39,600 shares; 2025Q4: 36,600 shares; 2026Q1: 36,600 shares; 2026Q2: 35,600 shares 35,600 $81.2K 0.02% -1,000 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 739 shares; 2026Q2: 739 shares 739 $80.6K 0.02% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,455 shares 1,455 $78.6K 0.02% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585 shares; 2024Q4: 1,585 shares; 2025Q1: 1,585 shares; 2025Q2: 1,442 shares; 2025Q3: 1,442 shares; 2025Q4: 1,442 shares; 2026Q1: 1,585 shares; 2026Q2: 1,585 shares 1,585 $78.3K 0.02% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 879 shares; 2026Q2: 879 shares 879 $77.9K 0.02% 0 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,800 shares; 2024Q4: 22,300 shares; 2025Q1: 22,300 shares; 2025Q2: 22,300 shares; 2025Q3: 22,300 shares; 2025Q4: 20,800 shares; 2026Q1: 20,300 shares; 2026Q2: 19,800 shares 19,800 $76.2K 0.02% -500 Timeline IMMR IMMERSION CORP More: the full row for IMMERSION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,536 shares; 2024Q4: 18,536 shares; 2025Q1: 14,200 shares; 2025Q2: 13,200 shares; 2025Q3: 13,200 shares; 2025Q4: 11,100 shares; 2026Q1: 11,100 shares; 2026Q2: 11,100 shares 11,100 $75.1K 0.02% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380 shares 380 $74.4K 0.02% new Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,550 shares 1,550 $69.7K 0.02% new Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,929 shares; 2024Q4: 17,003 shares; 2025Q1: 19,523 shares; 2025Q2: 19,545 shares; 2025Q3: 19,849 shares; 2025Q4: 6,151 shares; 2026Q1: 5,870 shares; 2026Q2: 4,870 shares 4,870 $61.7K 0.02% -1,000 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 549 shares; 2026Q2: 524 shares 524 $60.6K 0.02% -25 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,330 shares; 2024Q4: 11,787 shares; 2025Q1: 11,043 shares; 2025Q2: 11,043 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $59.7K 0.02% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,989 shares 1,989 $58.5K 0.02% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 374 shares; 2026Q1: 374 shares; 2026Q2: 460 shares 460 $53.9K 0.02% +86 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 915 shares 915 $53K 0.02% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 280 shares 280 $52.7K 0.02% +276 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 624 shares; 2026Q1: 679 shares; 2026Q2: 679 shares 679 $51.2K 0.02% 0 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 470 shares 470 $50.1K 0.02% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 346 shares; 2025Q2: 347 shares; 2025Q3: 348 shares; 2025Q4: 349 shares; 2026Q1: 350 shares; 2026Q2: 351 shares 351 $49.8K 0.02% +1 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 592 shares; 2025Q3: 594 shares; 2025Q4: 595 shares; 2026Q1: 492 shares; 2026Q2: 493 shares 493 $49.7K 0.02% +1 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 442 shares 442 $47.6K 0.01% +106 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 222 shares; 2025Q4: 510 shares; 2026Q1: 513 shares; 2026Q2: 516 shares 516 $47.6K 0.01% +3 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 439 shares; 2026Q1: 439 shares; 2026Q2: 439 shares 439 $47K 0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 432 shares; 2026Q2: 432 shares 432 $45.9K 0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190 shares; 2026Q2: 254 shares 254 $44.9K 0.01% +64 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 404 shares 404 $44.5K 0.01% +397 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 222 shares 222 $43.9K 0.01% +213 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 1,026 shares; 2026Q1: 1,031 shares; 2026Q2: 1,058 shares 1,058 $43.8K 0.01% +27 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $41.8K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 284 shares; 2026Q2: 284 shares 284 $41.6K 0.01% 0 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,378 shares; 2024Q4: 14,703 shares; 2025Q1: 15,027 shares; 2025Q2: 15,358 shares; 2025Q3: 15,695 shares; 2025Q4: 16,044 shares; 2026Q1: 16,408 shares; 2026Q2: 16,785 shares 16,785 $41.5K 0.01% +377 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,055 shares; 2024Q4: 8,137 shares; 2025Q1: 8,304 shares; 2025Q2: 8,404 shares; 2025Q3: 8,513 shares; 2025Q4: 8,628 shares; 2026Q1: 4,975 shares; 2026Q2: 3,175 shares 3,175 $39.8K 0.01% -1,800 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $39.1K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: 600 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 525 shares; 2026Q2: 605 shares 605 $37.6K 0.01% +80 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 883 shares; 2026Q2: 883 shares 883 $37K 0.01% 0 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 283 shares; 2026Q1: 283 shares; 2026Q2: 283 shares 283 $36K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 242 shares; 2025Q1: 333 shares; 2025Q2: 334 shares; 2025Q3: 335 shares; 2025Q4: 672 shares; 2026Q1: 673 shares; 2026Q2: 674 shares 674 $35.8K 0.01% +1 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,011 shares; 2024Q4: 2,041 shares; 2025Q1: 2,072 shares; 2025Q2: 2,104 shares; 2025Q3: 2,137 shares; 2025Q4: 2,171 shares; 2026Q1: 2,203 shares; 2026Q2: 2,236 shares 2,236 $30.7K 0.01% +33 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 588 shares 588 $29.9K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $29.1K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559 shares; 2024Q4: 566 shares; 2025Q1: 416 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 424 shares; 2026Q1: 424 shares; 2026Q2: 425 shares 425 $29.1K 0.01% +1 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 674 shares 674 $28.8K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 373 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174 shares 174 $28.4K 0.01% new Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 703 shares; 2026Q2: 703 shares 703 $28.2K 0.01% 0 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 766 shares 766 $27K 0.01% new Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $25.2K 0.01% 0 Timeline SHIFT4 PMTS INC SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $24.9K 0.01% 0 IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $24.1K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 291 shares; 2026Q2: 291 shares 291 $24K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 977 shares; 2026Q2: 288 shares 288 $23.7K 0.01% -689 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61 shares 61 $23.6K 0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 409 shares 409 $23.4K 0.01% new Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $23.3K 0.01% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 587 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares; 2026Q2: 241 shares 241 $23.2K 0.01% 0 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $22.7K 0.01% 0 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 546 shares; 2026Q1: 546 shares; 2026Q2: 546 shares 546 $22.2K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 921 shares; 2025Q4: 932 shares; 2026Q1: 932 shares; 2026Q2: 932 shares 932 $21.2K 0.01% 0 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $20.8K 0.01% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,385 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 385 shares 385 $20.4K 0.01% 0 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247 $20.4K 0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 365 shares; 2026Q2: 181 shares 181 $20.3K 0.01% -184 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $20.2K 0.01% 0 Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243 shares; 2024Q4: not reported; 2025Q1: 243 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $19.4K 0.01% 0 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 515 shares; 2026Q1: 551 shares; 2026Q2: 566 shares 566 $18.9K 0.01% +15 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 300 shares 300 $18.7K 0.01% -400 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 197 shares; 2026Q1: 197 shares; 2026Q2: 197 shares 197 $18.6K 0.01% 0 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $18.2K 0.01% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228 shares; 2026Q2: 228 shares 228 $18.1K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 315 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101 $18K 0.01% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares; 2026Q2: 301 shares 301 $17K 0.01% +60 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 757 shares; 2025Q4: 757 shares; 2026Q1: 757 shares; 2026Q2: 757 shares 757 $16.9K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $16.7K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $16.2K <0.01% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $15K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194 shares; 2026Q2: 123 shares 123 $14.9K <0.01% -71 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 172 shares 172 $14.9K <0.01% 0 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 401 shares; 2026Q2: 401 shares 401 $14K <0.01% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $13.6K <0.01% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $12.9K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 259 shares; 2025Q2: 262 shares; 2025Q3: 264 shares; 2025Q4: 265 shares; 2026Q1: 266 shares; 2026Q2: 269 shares 269 $12.3K <0.01% +3 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 155 shares; 2025Q4: 157 shares; 2026Q1: 159 shares; 2026Q2: 161 shares 161 $12.1K <0.01% +2 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 197 shares; 2026Q2: 114 shares 114 $11.8K <0.01% -83 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201 shares; 2026Q2: 136 shares 136 $10.5K <0.01% -65 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $10.2K <0.01% 0 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $9.99K <0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $9.51K <0.01% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $9.33K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $8.94K <0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149 shares; 2024Q4: 151 shares; 2025Q1: 152 shares; 2025Q2: 154 shares; 2025Q3: 156 shares; 2025Q4: 158 shares; 2026Q1: 159 shares; 2026Q2: 161 shares 161 $8.45K <0.01% +2 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 321 shares; 2026Q2: 82 shares 82 $7.21K <0.01% -239 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $6.82K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $6.7K <0.01% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $6.59K <0.01% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178 shares 178 $6.24K <0.01% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38 shares 38 $6.21K <0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 75 shares 75 $5.74K <0.01% +42 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $5.44K <0.01% 0 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $5.43K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41 shares 41 $5.4K <0.01% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $4.8K <0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $4.77K <0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66 shares 66 $4.49K <0.01% new Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $4.15K <0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90 shares 90 $3.66K <0.01% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $3.52K <0.01% 0 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $3.51K <0.01% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 101 shares 101 $3.19K <0.01% +1 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $3.07K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 21 shares; 2026Q2: 12 shares 12 $2.92K <0.01% -9 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190 shares; 2026Q2: 21 shares 21 $2.87K <0.01% -169 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $2.61K <0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $2.52K <0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39 shares 39 $2.5K <0.01% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $2.48K <0.01% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46 shares 46 $2.42K <0.01% new Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37 shares 37 $2.19K <0.01% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $1.84K <0.01% 0 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $1.82K <0.01% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37 shares 37 $1.59K <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $1.59K <0.01% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $1.29K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $1.29K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64 shares; 2026Q2: 21 shares 21 $1.27K <0.01% -43 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $1.27K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $1.26K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49 shares; 2026Q2: 13 shares 13 $1.2K <0.01% -36 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $1.2K <0.01% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $1.02K <0.01% 0 Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $881 <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $793 <0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $702 <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 613 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $631 <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $471 <0.01% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $409 <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $383 <0.01% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $289 <0.01% 0 Timeline RQIRT COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,700 shares 10,700 $159 <0.01% new Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $133 <0.01% 0 Timeline